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Mastercard

3,594 hedge funds and large institutions have $384B invested in Mastercard in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,380 increasing their positions, 1,572 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

17% less funds holding in top 10

Funds holding in top 10: 295245 (-50)

23% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 231

27% less capital invested

Capital invested by funds: $523B → $384B (-$140B)

Holders
3,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.79B
Puts
$3.28B
Net Calls
Net Calls Change

Top Buyers

1 +$1.63B
2 +$930M
3 +$760M
4
Two Sigma Investments
Two Sigma Investments
New York
+$650M
5
Wells Fargo
Wells Fargo
California
+$636M

Top Sellers

1 -$38.2B
2 -$3.84B
3 -$2.57B
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.28B
5
BlackRock
BlackRock
New York
-$681M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1301
Cadent Capital Advisors
Oklahoma
$4.01M
MSK
1302
Melissa S. Kampmann
$4M
CA
1303
CGN Advisors
Kansas
$4M
AWA
1304
Aaron Wealth Advisors
Illinois
$3.98M
CCA
1305
Checchi Capital Advisers
California
$3.98M
HCM
1306
Harvey Capital Management
Florida
$3.97M
NI
1307
Natural Investments
California
$3.96M
EFG
1308
Everest Financial Group
Minnesota
$3.95M
GPI
1309
General Partner Inc
Pennsylvania
$3.95M
SW
1310
Simplicity Wealth
New Jersey
$3.95M
SFCL
1311
Strengthening Families & Communities LLC
Massachusetts
$3.94M
CRI
1312
Commonwealth Retirement Investments
Virginia
$3.94M
AWA
1313
ARQ Wealth Advisors
Arizona
$3.94M
JWM
1314
JPL Wealth Management
Colorado
$3.92M
BFPW
1315
BOK Financial Private Wealth
Colorado
$3.91M
IBOK
1316
Independence Bank of Kentucky
Kentucky
$3.91M
MCM
1317
Mitchell Capital Management
Kansas
$3.91M
CC
1318
Courier Capital
New York
$3.9M
PAM
1319
Peak Asset Management
Colorado
$3.89M
SLWA
1320
San Luis Wealth Advisors
California
$3.89M
KA
1321
Klingman & Associates
New York
$3.88M
WTC
1322
WhitTier Trust Company
Nevada
$3.88M
DE
1323
Diversified Enterprises
Delaware
$3.87M
CI
1324
Cigna Investments
Connecticut
$3.86M
MC
1325
Moors & Cabot
Massachusetts
$3.83M